Create a PDF document based on a Google Doc template

This is an advanced integration tutorial.

Pre-requisites (not covered here)

• Pre-configured Integrations of Google Drive and Google Docs to be activated in your workspace settings

• A template doc with variables set inside

You can also use our step templates to create the required steps

First Integration Step - Copy Document

POST:

https://www.googleapis.com/drive/v3/files/[DOCUMENTID]/copy/

Headers:
Key: Content-Type

Value: application/json

Google Drive Pre-Configured integration

Response Variables:
name: id, value: $.id

Body:

use this body if you want to control the filename and where to place the copy. By default, the copy will be placed in the same folder as the original file.

{"name": "insert_name_here", "parents": ["insert_folder_id_here"]}

Second Integration Step - Replace Variables in the newly created document

POST

https://docs.googleapis.com/v1/documents/[DATAREFERENCE_TO_RESPONSE_VARIABLE]:batchUpdate

Header: Content-Type: application/json

Google Docs Pre-Configured integration

Example body with 5 replaced variables in the document:

{
	"requests": [{
		"replaceAllText": {
			"containsText": {
				"text": "[NAMEDERINSTANZ]"
			},
			"replaceText": "{{instance_name}}"
		}
	}, {
		"replaceAllText": {
			"containsText": {
				"text": "[DOCVARIABLE1]"
			},
			"replaceText": "DATAREFERENCEVARIABLE1"
		}
	}, {
		"replaceAllText": {
			"containsText": {
				"text": "[DOCVARIABLE2]"
			},
			"replaceText": "DATAREFERENCEVARIABLE2"
		}
	}, {
		"replaceAllText": {
			"containsText": {
				"text": "[DOCVARIABLE3]"
			},
			"replaceText": "DATAREFERENCEVARIABLE3"
		}
	}, {
		"replaceAllText": {
			"containsText": {
				"text": "[DOCVARIABLE4]"
			},
			"replaceText": "DATAREFERENCEVARIABLE4"
		}
	}]
}